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Measured Wealth Private Client Group’s Fulton Financial FULT Stock Holding History

Measured Wealth Private Client Group’s Portfolio FULT Stock Details FULT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-916
Closed -$18.6K – 735
2026
Q1 		$18.6K Hold
916
– – 0.01% 488
2025
Q4 		$17.7K Sell
916
-1,260
-58% -$23.2K ﹤0.01% 498
2025
Q3 		$40.5K Buy
+2,176
New +$41.2K 0.01% 329
2025
Q2 		– Sell
-23,511
Closed -$425K – 187
2025
Q1 		$425K Buy
+23,511
New +$458K 0.14% 105

Other funds holding FULT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Measured Wealth Private Client Group's FULT Position: Q2 2026 in Review

Measured Wealth Private Client Group sold out of Fulton Financial (FULT) in Q2 2026, closing a stake of 916 shares — an estimated $18.6K sold.

Measured Wealth Private Client Group first reported a position in FULT in Q1 2025 and held it in 4 quarters. The position peaked at $425K in Q1 2025. 375 funds tracked by Wall St. Rank hold FULT as of Q2 2026.

  • Measured Wealth Private Client Group reported no remaining Fulton Financial position as of Q2 2026 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 916 Fulton Financial shares in Q2 2026, an estimated $18.6K.
  • Measured Wealth Private Client Group first reported a position in Fulton Financial in Q1 2025 and held it in 4 quarters.
  • Measured Wealth Private Client Group's Fulton Financial position peaked at $425K in Q1 2025.
  • 375 funds tracked by Wall St. Rank held Fulton Financial as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.